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Episode 6: The DO's and DON'Ts when you transition your book
This week, Jeff and Chuck talk with Brian Hamburger about the DOs and DONTs regarding making your move from your broker dealer to the RIA space. Learn how to put together a game plan for a smooth transition to independence.
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By goRIA PodcastThis week, Jeff and Chuck talk with Brian Hamburger about the DOs and DONTs regarding making your move from your broker dealer to the RIA space. Learn how to put together a game plan for a smooth transition to independence.